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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir (PLTR) is surging following its robust earnings report and optimistic guidance, showcasing significant growth in its U.S. commercial and government segments, prompting bullish investor sentiment and discussions around its long-term valuation and potential for analyst upgrades.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is experiencing significant volatility as a key player in AI infrastructure, with community discussions polarized by Nvidia's recent substantial investment and the company's unique debt-financing model. Bulls emphasize its massive revenue backlog and growing demand for AI compute, while bears express concern over ongoing insider selling, high leverage, and intense competition in the sector.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is a hot topic ahead of its earnings report, with community sentiment sharply divided between those who believe it is extremely undervalued at multi-year lows and poised for a significant rebound, and others who fear ongoing market manipulation and continued underperformance despite potential growth drivers in agentic AI and buybacks.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is a major talking point as its Waymo autonomous driving unit sees a substantial re-valuation, while community sentiment anticipates strong upcoming earnings driven by Google's leading AI advancements with Gemini and accelerating Google Cloud growth against competitors.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is gaining significant attention following news of strategic acquisitions that more than double its digital infrastructure capacity to 2.8 GW, specifically targeting AI/HPC workloads. The community is buzzing with bullish sentiment, highlighting perceived undervaluation relative to peers and a strong potential for a short squeeze as the company solidifies its AI infrastructure pivot.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is trending as the community eagerly awaits its upcoming earnings, expecting record revenue amid high anticipation for its pivotal role in Elon Musk's xAI and SpaceX initiatives, which bulls believe could trigger a significant short squeeze despite lingering concerns about margins and management.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

KENDU CRYPTO is actively trending as its dedicated community relentlessly champions a unique "permissionless brand" model, consistently launching diverse real-world products and initiatives. Community members are discussing the project's unmatched building efforts and strong IRL presence, fueling conviction for its significant long-term growth and potential to become a leading brandcoin despite market volatility.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle Mexican Grill is a major trending topic ahead of its imminent earnings release, with significant put option activity signaling expectations for extreme volatility and igniting intense community debate on potential price movements. Investors are actively discussing whether the stock is poised for a short squeeze or a deeper decline, against a backdrop of ongoing scrutiny regarding its valuation, operational execution, and a recent $1.8 billion share buyback authorization.

Hyperliquid is a performant L1 optimized from the ground up. The vision is a fully onchain open financial system with user built applications interfacing with performant native components, all without compromising end user experience.   The Hyperliquid L1 is performant enough to operate an entire ecosystem of permissionless financial applications – every order, cancel, trade, and liquidation happens transparently on-chain with block latency &lt;1 second. The chain currently supports 100k orders / second.  The Hyperliquid L1 uses a custom consensus algorithm called HyperBFT which is heavily inspired by Hotstuff and its successors. Both the algorithm and networking stack are optimized from the ground up to support the L1.   The flagship native application is a fully onchain order book perpetuals exchange, the Hyperliquid DEX. Further developments include a native token standard, spot trading, permissionless liquidity, etc.

Hype

HYPE is currently seeing a surge in attention as a leading Layer-1 decentralized exchange (DEX), fueled by recent exchange listings and record-breaking trading volumes. The community is actively discussing its strong performance relative to major cryptocurrencies, its deflationary tokenomics, and its potential as a dominant force in the future of finance.

Teradyne, Inc. engages in the development and sale of automatic test systems. It operates through the following business segments: Semiconductor Test, Robotics, and All Other. The Semiconductor Test segment designs, manufactures, and markets semiconductor test products and services. The Robotics segment includes operations related to the design, manufacturing, and marketing of collaborative robotic arms, autonomous mobile robots, and advanced robotic control software. The company was founded by Alexander V. d'Arbeloff and Nicholas DeWolf in 1960 and is headquartered in North Reading, MA.

Teradyne, Inc.

Teradyne is soaring after reporting strong earnings and an optimistic outlook, primarily driven by surging demand for AI data center expansion and advanced chip testing. The robust results are sparking community discussions about the company's critical role in the AI supply chain, with many celebrating its impressive growth and strong momentum alongside other top-performing semiconductor and robotics players.

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